Tourist  (216.73.216.99)welcome

WX service Download Reader CN | EN
Home Details
  • Product Details
  • Contents
An old adage cautions against putting all of your eggs in a single basket. Yet many investors maintain a significant portion of their wealth in one stock, as a result of executive compensationpackages, stock inheritances, IPOs, or corporate buyouts, leavingtheir portfolio in a dangerous position.Tim kochis, a recognized leader in financial planning, has compiled more than fifteen strategies for managing concentrated stockwealth.?managing concentrated stock wealth, second edition explores the key barriers to addressing concentration risk--securities law, taxes, psychological resistance--that clients and their advisers must overcome to successfully manage concentrated stock wealth.This updated book fills a void in the adviser's arsenal and lays out the options available to clients. Using examples drawn from decades of work, tim kochis shows not only what can be done, but also what actually works--and even how concentration can present uniqueopportunities for preserving and growing wealth.

    1、Need to use the reader to download.Download

    2、If installed successfully, please refresh this page.

    open